{"id":1891,"date":"2025-09-12T13:22:40","date_gmt":"2025-09-12T06:22:40","guid":{"rendered":"https:\/\/hoanongteva.com\/?p=1891"},"modified":"2025-09-12T13:22:40","modified_gmt":"2025-09-12T06:22:40","slug":"gia-ca-phe-my-tang-manh-nhat-tu-nam-1997-nguon-cung-tu-brazil-sut-giam-viet-nam-chua-the-lap-khoang-trong","status":"publish","type":"post","link":"https:\/\/hoanongteva.com\/?p=1891","title":{"rendered":"Gi\u00e1 c\u00e0 ph\u00ea M\u1ef9 t\u0103ng m\u1ea1nh nh\u1ea5t t\u1eeb n\u0103m 1997, ngu\u1ed3n cung t\u1eeb Brazil s\u1ee5t gi\u1ea3m, Vi\u1ec7t Nam ch\u01b0a th\u1ec3 l\u1ea5p kho\u1ea3ng tr\u1ed1ng"},"content":{"rendered":"

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Gi\u00e1 c\u00e0 ph\u00ea M\u1ef9 t\u0103ng m\u1ea1nh nh\u1ea5t t\u1eeb n\u0103m 1997, ngu\u1ed3n cung t\u1eeb Brazil s\u1ee5t gi\u1ea3m, Vi\u1ec7t Nam ch\u01b0a th\u1ec3 l\u1ea5p kho\u1ea3ng tr\u1ed1ng<\/p>\n

Gi\u00e1 c\u00e0 ph\u00ea b\u00e1n l\u1ebb t\u1ea1i M\u1ef9 \u0111\u00e3 ghi nh\u1eadn m\u1ee9c t\u0103ng m\u1ea1nh nh\u1ea5t trong th\u1ebf k\u1ef7 n\u00e0y, khi thu\u1ebf quan \u0111\u1ed1i v\u1edbi h\u00e0ng nh\u1eadp kh\u1ea9u t\u1eeb Brazil – nh\u00e0 s\u1ea3n xu\u1ea5t l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi – l\u00e0m tr\u1ea7m tr\u1ecdng th\u00eam t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t ngu\u1ed3n cung to\u00e0n c\u1ea7u. <\/p>\n

Theo d\u1eef li\u1ec7u \u0111\u01b0\u1ee3c C\u1ee5c Th\u1ed1ng k\u00ea Lao \u0111\u1ed9ng M\u1ef9 c\u00f4ng b\u1ed1 v\u00e0o ng\u00e0y 11\/09, c\u00e0 ph\u00ea xay \u0111\u00e3 \u0111\u1ea1t m\u1ee9c k\u1ef7 l\u1ee5c 8.87 USD\/pound t\u1ea1i c\u00e1c c\u1eeda h\u00e0ng t\u1ea1p h\u00f3a trong th\u00e1ng 8, trong khi ch\u1ec9 s\u1ed1 gi\u00e1 ti\u00eau d\u00f9ng cho c\u00e0 ph\u00ea t\u0103ng 21% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc – t\u1ed1c \u0111\u1ed9 t\u0103ng nhanh nh\u1ea5t k\u1ec3 t\u1eeb n\u0103m 1997.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
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Gi\u00e1 b\u00e1n l\u1ebb c\u00e0 ph\u00ea t\u1ea1i M\u1ef9 t\u0103ng m\u1ea1nh nh\u1ea5t k\u1ec3 t\u1eeb n\u0103m 1997<\/span><\/p>\n


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Th\u1ecb tr\u01b0\u1eddng c\u00e0 ph\u00ea to\u00e0n c\u1ea7u \u0111\u00e3 t\u0103ng gi\u00e1 m\u1ea1nh trong n\u0103m qua do m\u00f9a m\u00e0ng k\u00e9m \u1edf c\u00e1c n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u ch\u00ednh l\u00e0m gi\u1ea3m s\u1ea3n l\u01b0\u1ee3ng cung c\u1ea5p. <\/p>\n

T\u00ecnh h\u00ecnh t\u1ea1i M\u1ef9 c\u00e0ng tr\u1edf n\u00ean kh\u00f3 kh\u0103n h\u01a1n. C\u00e1c c\u00f4ng ty rang xay c\u00e0 ph\u00ea M\u1ef9 ph\u1ea3i nh\u1eadp kh\u1ea9u g\u1ea7n nh\u01b0 to\u00e0n b\u1ed9 nguy\u00ean li\u1ec7u, v\u00e0 chi ph\u00ed \u0111\u00e3 t\u0103ng cao h\u01a1n n\u1eefa t\u1eeb th\u00e1ng 7 khi T\u1ed5ng th\u1ed1ng Trump \u00e1p thu\u1ebf 50% l\u00ean c\u00e0 ph\u00ea Brazil. \u0110\u00e2y l\u00e0 m\u1ed9t \u0111\u00f2n gi\u00e1ng m\u1ea1nh v\u00ec Brazil l\u00e0 n\u01b0\u1edbc s\u1ea3n xu\u1ea5t c\u00e0 ph\u00ea arabica cao c\u1ea5p l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi v\u00e0 th\u01b0\u1eddng cung c\u1ea5p kho\u1ea3ng 1\/3 l\u01b0\u1ee3ng h\u1ea1t c\u00e0 ph\u00ea ti\u00eau th\u1ee5 t\u1ea1i M\u1ef9.<\/p>\n

H\u1eadu qu\u1ea3 l\u00e0 l\u01b0\u1ee3ng c\u00e0 ph\u00ea nh\u1eadp kh\u1ea9u t\u1eeb Brazil v\u00e0o M\u1ef9 \u0111\u00e3 gi\u1ea3m m\u1ed9t n\u1eeda trong n\u0103m nay, theo s\u1ed1 li\u1ec7u t\u1eeb c\u00f4ng ty cung c\u1ea5p d\u1eef li\u1ec7u v\u1eadn chuy\u1ec3n Vizion. Trong th\u00e1ng 8\/2025, nh\u1eadp kh\u1ea9u c\u00e0 ph\u00ea t\u1eeb Brazil gi\u1ea3m t\u1edbi h\u01a1n 75% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m 2024. C\u00e1c n\u01b0\u1edbc s\u1ea3n xu\u1ea5t l\u1edbn kh\u00e1c nh\u01b0 Vi\u1ec7t Nam v\u00e0 Colombia c\u0169ng kh\u00f4ng th\u1ec3 cung c\u1ea5p \u0111\u1ee7 \u0111\u1ec3 b\u00f9 \u0111\u1eafp s\u1ef1 thi\u1ebfu h\u1ee5t n\u00e0y.<\/p>\n <\/p>\n <\/p>\n <\/p>\n
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Nh\u1eadp kh\u1ea9u c\u00e0 ph\u00ea t\u1eeb Brazil v\u00e0o M\u1ef9 s\u1ee5t m\u1ea1nh<\/span><\/p>\n


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Thijs Geijer, nh\u00e0 kinh t\u1ebf c\u1ea5p cao v\u1ec1 th\u1ef1c ph\u1ea9m v\u00e0 n\u00f4ng nghi\u1ec7p t\u1ea1i ING<\/a>, cho bi\u1ebft h\u00e0ng t\u1ed3n kho d\u1ef1 tr\u1eef \u0111ang gi\u00fap gi\u1ea3m b\u1edbt c\u00fa s\u1ed1c hi\u1ec7n t\u1ea1i, “nh\u01b0ng n\u1ebfu ng\u01b0\u1eddi M\u1ef9 ti\u1ebfp t\u1ee5c u\u1ed1ng c\u00e0 ph\u00ea nh\u01b0 b\u00ecnh th\u01b0\u1eddng, nh\u1eefng kho d\u1ef1 tr\u1eef n\u00e0y s\u1ebd s\u1edbm c\u1ea1n ki\u1ec7t. C\u1ea7n ph\u1ea3i c\u00f3 th\u00eam h\u00e0ng nh\u1eadp kh\u1ea9u, nh\u01b0ng c\u00e2u h\u1ecfi \u0111\u1eb7t ra l\u00e0: ngu\u1ed3n cung s\u1ebd \u0111\u1ebfn t\u1eeb \u0111\u00e2u?”.<\/p>\n

T\u00ecnh h\u00ecnh c\u00e0ng tr\u1edf n\u00ean ph\u1ee9c t\u1ea1p khi bi\u1ebfn \u0111\u1ed5i kh\u00ed h\u1eadu g\u00e2y ra th\u1eddi ti\u1ebft th\u1ea5t th\u01b0\u1eddng t\u1ea1i hai qu\u1ed1c gia s\u1ea3n xu\u1ea5t c\u00e0 ph\u00ea h\u00e0ng \u0111\u1ea7u – Brazil v\u00e0 Vi\u1ec7t Nam. Brazil chi\u1ebfm l\u0129nh th\u1ecb tr\u01b0\u1eddng c\u00e0 ph\u00ea arabica cao c\u1ea5p, trong khi Vi\u1ec7t Nam d\u1eabn \u0111\u1ea7u v\u1ec1 cung c\u1ea5p h\u1ea1t robusta gi\u00e1 r\u1ebb h\u01a1n (lo\u1ea1i th\u01b0\u1eddng d\u00f9ng cho c\u00e0 ph\u00ea h\u00f2a tan). M\u00f9a m\u00e0ng k\u00e9m t\u1ea1i c\u1ea3 hai n\u01b0\u1edbc \u0111\u00e3 l\u00e0m gi\u1ea3m ngu\u1ed3n cung to\u00e0n c\u1ea7u. <\/p>\n

Tr\u01b0\u1edbc t\u00ecnh h\u00ecnh n\u00e0y, ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n l\u1ebb M\u1ef9 \u0111ang n\u1ed7 l\u1ef1c v\u1eadn \u0111\u1ed9ng mi\u1ec5n thu\u1ebf quan cho c\u00e1c s\u1ea3n ph\u1ea9m m\u00e0 M\u1ef9 kh\u00f4ng th\u1ec3 t\u1ef1 s\u1ea3n xu\u1ea5t m\u1ed9t c\u00e1ch kinh t\u1ebf, nh\u01b0 c\u00e0 ph\u00ea. Tu\u1ea7n tr\u01b0\u1edbc, Nh\u00e0 Tr\u1eafng \u0111\u00e3 c\u00f4ng b\u1ed1 danh s\u00e1ch c\u00e1c m\u1eb7t h\u00e0ng, bao g\u1ed3m c\u00e0 ph\u00ea, c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c gi\u1ea3m thu\u1ebf n\u1ebfu M\u1ef9 \u0111\u1ea1t \u0111\u01b0\u1ee3c th\u1ecfa thu\u1eadn th\u01b0\u01a1ng m\u1ea1i m\u1edbi v\u1edbi c\u00e1c n\u01b0\u1edbc xu\u1ea5t kh\u1ea9u.<\/p>\n

Theo Geijer, ng\u01b0\u1eddi ti\u00eau d\u00f9ng c\u00e0 ph\u00ea M\u1ef9 c\u00f3 th\u1ec3 ch\u01b0a c\u1ea3m nh\u1eadn h\u1ebft t\u00e1c \u0111\u1ed9ng c\u1ee7a thu\u1ebf quan. “C\u00e0 ph\u00ea t\u1eeb c\u1ea3ng Santos \u1edf Brazil m\u1ea5t kho\u1ea3ng 20 ng\u00e0y \u0111\u1ec3 \u0111\u1ebfn M\u1ef9, sau \u0111\u00f3 c\u00f2n ph\u1ea3i qua qu\u00e1 tr\u00ecnh rang xay,” \u00f4ng gi\u1ea3i th\u00edch. <\/p>\n

H\u01a1n n\u1eefa, \u00f4ng cho r\u1eb1ng gi\u00e1 c\u1ea3 c\u00f2n ph\u1ee5 thu\u1ed9c v\u00e0o vi\u1ec7c c\u00e1c c\u00f4ng ty rang xay c\u00f3 chuy\u1ec3n chi ph\u00ed t\u0103ng th\u00eam ngay l\u1eadp t\u1ee9c hay t\u1eeb t\u1eeb sang ng\u01b0\u1eddi ti\u00eau d\u00f9ng. Geijer d\u1ef1 \u0111o\u00e1n ng\u01b0\u1eddi ti\u00eau d\u00f9ng s\u1ebd th\u1ef1c s\u1ef1 c\u1ea3m nh\u1eadn \u0111\u01b0\u1ee3c t\u00e1c \u0111\u1ed9ng c\u1ee7a thu\u1ebf quan v\u00e0o kho\u1ea3ng th\u00e1ng 10 ho\u1eb7c th\u00e1ng 11. \u0110i\u1ec1u n\u00e0y \u0111\u00e1ng ch\u00fa \u00fd v\u00ec theo Hi\u1ec7p h\u1ed9i C\u00e0 ph\u00ea Qu\u1ed1c gia, kho\u1ea3ng 2\/3 ng\u01b0\u1eddi l\u1edbn M\u1ef9 u\u1ed1ng c\u00e0 ph\u00ea h\u00e0ng ng\u00e0y.<\/p>\n

Ron Sargent, Gi\u00e1m \u0111\u1ed1c t\u1ea1m th\u1eddi c\u1ee7a Kroger – chu\u1ed7i si\u00eau th\u1ecb l\u1edbn nh\u1ea5t M\u1ef9, cho bi\u1ebft c\u00f4ng ty \u0111ang c\u1ed1 g\u1eafng gi\u1ea3m thi\u1ec3u t\u00e1c \u0111\u1ed9ng c\u1ee7a chi ph\u00ed t\u0103ng \u0111\u1ed1i v\u1edbi ng\u01b0\u1eddi ti\u00eau d\u00f9ng. “Ch\u00fang t\u00f4i \u0111ang c\u1ed1 g\u1eafng h\u1ea5p th\u1ee5 ph\u1ea7n l\u1edbn chi ph\u00ed t\u0103ng, nh\u01b0ng th\u1ec9nh tho\u1ea3ng thu\u1ebf quan v\u1eabn s\u1ebd \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn gi\u00e1 m\u1ed9t s\u1ed1 m\u1eb7t h\u00e0ng\u201d, \u00f4ng n\u00f3i trong cu\u1ed9c h\u1ecdp tr\u00ecnh b\u00e0y v\u1ec1 t\u00ecnh h\u00ecnh t\u00e0i ch\u00ednh trong ng\u00e0y 11\/09. <\/p>\n

Gi\u00e1 c\u00e0 ph\u00ea t\u0103ng ch\u1ec9 l\u00e0 m\u1ed9t ph\u1ea7n trong b\u1ee9c tranh l\u1ea1m ph\u00e1t th\u1ef1c ph\u1ea9m r\u1ed9ng l\u1edbn h\u01a1n t\u1ea1i M\u1ef9. Theo s\u1ed1 li\u1ec7u C\u1ee5c Th\u1ed1ng k\u00ea Lao \u0111\u1ed9ng (BLS) c\u00f4ng b\u1ed1 h\u00f4m th\u1ee9 N\u0103m, gi\u00e1 ti\u00eau d\u00f9ng th\u00e1ng 8 \u0111\u00e3 t\u0103ng 2.9% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc – m\u1ee9c t\u0103ng m\u1ea1nh nh\u1ea5t k\u1ec3 t\u1eeb th\u00e1ng 1. Gi\u00e1 th\u1ef1c ph\u1ea9m ti\u00eau th\u1ee5 t\u1ea1i nh\u00e0 c\u0169ng t\u0103ng 0.6% trong th\u00e1ng 8 so v\u1edbi th\u00e1ng 7, sau khi \u0111\u00e3 gi\u1ea3m 0.1% trong th\u00e1ng tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n

V\u0169 H\u1ea1o (Theo FT)<\/a><\/p>\n

FILI<\/a><\/p>\n

– 11:32 12\/09\/2025<\/p>\n<\/p><\/div>\n